Domestic challenges in the US will be in the spotlight as a government funding deal to avoid a shutdown and preliminary readings of the Michigan survey will provide insights into current consumer sentiment and inflation expectations will be scrutinised.

La elección de Donald Trump, unida al control del Partido Republicano de ambas cámaras del Congreso, ha dado lugar a un nuevo panorama político en Estados Unidos. Qué decisiones clave debe tomar la nueva administración? ¿Qué impacto tendrán estas decisiones en el entorno macroeconómico, los mercados financieros y los inversores?

Durante la última década, las bolsas estadounidenses han dominado ampliamente al resto del mundo, gracias al fuerte impulso del sector tecnológico y a un entorno macroeconómico favorable. Paradójicamente, desde la elección de Donald Trump, esta tendencia se ha invertido y el mercado estadounidense parece haber perdido temporalmente este papel de liderazgo.

A relatively buoyant environment for Equity Market Neutral strategies.

US President Trump's address to a joint session of Congress and the potential start of 25% tariffs on Canada and Mexico along with additional 10% tariffs on China will be in focus.

Investors will digest the results of the German general election. Forming a new coalition is expected to last into April.

El mercado lower mid-market europeo ofrece importantes oportunidades para los prestamistas senior, impulsado por un potencial de fusiones y adquisiciones sin explotar y soluciones de financiación flexibles.

We maintain an overweight stance on global equities, adopting a more balanced approach across sectors and regions. Notably, we have a renewed interest in Europe and China, as the catch-up trade in these regions still has potential upside: a range of macroeconomic, geopolitical and technological factors have introduced notable shifts that investors must carefully assess.